Who is our client?
TALENTi are recruiting for an Office Manager for one of our Wealth Management clients. With two offices in the North of England, you will be based in their North West office. This is a good opportunity to join a small but growing firm of Independent Financial Advisors, where you will be offered a great working environment, training and career progression opportunities.
You will be working alongside a friendly, supportive team and they are offering a strong salary, benefits and work/life balance.
What sort of people are we looking for?
You will ideally have previously worked within a similar role within an IFA environment so understand the terminology, processes and role requirements.
We're looking for a friendly, sociable, hard working person who can deal with both their colleagues & clients in a professional but warm & approachable manner
Good working knowledge of Intelligent Office or a similar software suite (preferred but not essential)
You will have used and are proficient with a range of office software, including Word, Excel, email and databases.
It would be preferable if you have an outline understanding of Investment ISAs, Pensions and Insurance products. However, full training will be given
The role requirements
The capacity to prioritise tasks and work under pressure
Flexibility and adaptability to changing workloads
Problem-solving skills and project management ability
Attention to detail
Strong oral and written communication skills
Good financial services related product knowledge
Good IT skills, including knowledge of a range of software packages
Excellent organisational and time management skills